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Add Form 4626 - Alternative Minimum Tax—Corporations

Describe your idea. The more information you provide, the clearer picture of your idea we will have. The new Corporate Alternative Minimum Tax could be applicable to larger exempt orgs with unrelated business income. See Section 59(k). This form h...
10 months ago in 990 Tracker 0 Validating

Guides

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Recently, there have been release notes that we can refer to for new features. However, it does not have formalized user guides nor in-app help li...
over 1 year ago in K1 Creator 1 Validating

Form 990, Schedule I, Part II, Lines 2 and 3

The total on lines 2 & 3 should populate automatically. Currently manually input.
about 2 years ago in 990 Tracker 0 Validating

"Select All" Instances should grab more than 50 at a time

When selecting instances to rollover to 2022 tax year, clicking Select All only selects the first 50 accounts (or the 1st page). Need an option to select more than 50 at a time, or truly "all".
about 2 years ago in K1 Aggregator 1 Validating

Excel export files (990 Sch B & F) - formatting as numbers

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Schedule B & F - when exporting a file the formatting of the numbers are off so that you cannot sort by the totals. This is useful to check to...
over 1 year ago in 990 Tracker 0 Validating

Add a warning prior to deleting on all forms

The example used here is that people have accidentally deleted sections of the return such as Schedule H, Part V because the trash can icon is so small and close to other icons.
over 2 years ago in 990 Tracker 0 Validating

Account Management: bulk permissions for internal users

Describe your idea. The more information you provide, the clearer picture of your idea we will have. It should be easier to add permissions for a group of internal, registered, users when setting up a new client in Account Management. How will thi...
11 months ago in 990 Tracker 0 Validating

K1A: Need better support for SCorp K-1s

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Currently S Corp K-1s are minimally supported. Need to add deeper face page support, K-3 support (currently non-existent), and better state suppor...
about 1 year ago in K1 Aggregator 0 Validating

Fix formatting errors in PY narratives that rollforward so they can be copied and pasted without requiring corrections to format

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Currently, PY narratives contain weird spacing issues that have to be identified/deleted after they are copied/pasted to current year. Would love ...
6 months ago in 990 Tracker 0 Validating

K1A: Expand the transferee summary to include addresses

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Include all the underlying information of a foreign transferee on the transferee summary report either by default or by checkbox configuration How...
about 1 year ago in K1 Aggregator 0 Validating